For the second year in a row, Heartland’s Mid Cap Value Fund made the Kiplinger 25 list of their favorite no-load mutual funds. This list of 25 funds was first published in 2004, focusing on mutual funds with strong long-term track records. Heartland’s Mid Cap Value Fund was previously cited by Kiplinger as having “above-average returns with below-average risk."
We are providing a link to journalist Nellie Huang’s article, “The Kiplinger 25: Our Favorite No-Load Mutual Funds,” because it mentions Heartland’s Mid Cap Value Fund.
Heartland Advisors does not control the website hosting this article, its content, or its privacy practices.
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Heartland’s investing glossary provides definitions for several terms used on this page.
ALPS Distributors, Inc., is not affiliated with Heartland Advisors.
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Past performance does not guarantee future results. Performance represents past performance; current returns may be lower or higher. Performance for institutional class shares prior to their initial offering is based on the performance of investor class shares. The investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. All returns reflect reinvested dividends and capital gains distributions, but do not reflect the deduction of taxes that an investor would pay on distributions or redemptions. Subject to certain exceptions, shares of a Fund redeemed or exchanged within 10 days of purchase are subject to a 2% redemption fee. Performance does not reflect this fee, which if deducted would reduce an individual's return. To obtain performance through the most recent month end, call 800-432-7856 or visit heartlandadvisors.com.
In the prospectus dated 5/1/2024, the Net Fund Operating Expenses for the investor and institutional classes of the Mid Cap Value Fund are 1.10% and 0.85%, respectively. The Advisor has contractually agreed to waive its management fees and/or reimburse expenses of the Fund to ensure that Net Fund Operating Expenses for the Fund do not exceed 1.10% of the Fund’s average net assets for the investor class shares and 0.85% for the institutional class shares, through at least 4/5/2026, and subject thereafter to annual reapproval of the agreement by the Board of Directors. Without such waiver and/or reimbursements, the Gross Fund Operating Expenses would be 1.17% for the investor class shares and 0.95% for the institutional class shares.
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